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Legacy Investment Solutions’s Vanguard Value ETF VTV Stock Holding History

Legacy Investment Solutions’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$120K Buy
+678
New +$115K 0.06% 99
2024
Q4 		$26.1K Sell
148
-105
-42% -$18.4K 0.02% 184
2024
Q3 		$45K Buy
+253
New +$42.4K 0.03% 127

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Legacy Investment Solutions's VTV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Value ETF (VTV) in Q2 2025: 678 shares worth $120K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VTV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VTV in Q3 2024 and has held it in 3 quarters since. 2,401 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Legacy Investment Solutions held 678 shares of Vanguard Value ETF worth $120K as of Q2 2025.
  • Vanguard Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Value ETF made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #99 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,401 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.